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收盘丨沪指涨0.7%再度站上4000点，储能板块掀涨停潮
Di Yi Cai Jing Zi Xun·2025-10-29 07:19

Core Viewpoint - The A-share market experienced a slight upward trend, with major indices closing higher, indicating a rebound in investor sentiment and market activity [1][2]. Market Performance - The Shanghai Composite Index rose by 0.7% to close at 4016.33 points, marking a new rebound high [1][2]. - The Shenzhen Component Index increased by 1.95% to 13691.38 points, while the ChiNext Index surged by 2.93% to 3324.27 points [2]. - The North Exchange 50 saw a significant rise of over 8.41%, closing at 1573.71 points [2]. Sector Performance - The new energy sector experienced a surge, particularly in energy storage stocks, which saw a wave of limit-up trading [2]. - Other sectors that performed well included computing hardware, basic metals, and brokerage firms [2]. Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 2.26 trillion yuan, an increase of 108.2 billion yuan compared to the previous trading day [2]. Capital Flow - Main capital inflows were observed in photovoltaic equipment, securities, and non-ferrous metals, while banks, telecommunications, and food and beverage sectors saw net outflows [4]. - Specific stocks with significant net inflows included Longi Green Energy (20.70 billion yuan), Shanzi Gaoke (19.55 billion yuan), and Sunshine Power (14.34 billion yuan) [4]. - Stocks facing net outflows included ZTE Corporation (17.13 billion yuan), Zhaoyi Innovation (10.1 billion yuan), and Kweichow Moutai (9.30 billion yuan) [4]. Institutional Insights - Galaxy Securities predicts that the Shanghai Composite Index will maintain a trend of oscillating upward [5]. - Orient Securities notes that while liquidity in the equity market remains overall loose, certain high-valuation technology stocks may face performance challenges in the third quarter [6]. - Flash Gold Asset Management highlights that the recent surge in market sentiment is driven by impressive quarterly results, but warns of potential consolidation in previously high-performing sectors [6].